Savvy Launches Custodial Platform - wealthmanagement.com
AI SummaryAI-generated — verify against the source.Savvy Wealth has launched its own custodial platform, Savvy Custody, designed to integrate directly with its proprietary technology stack. This move represents a significant shift toward vertical integration in the wealth management space, allowing the firm to control the entire advisor-client tech ecosystem, including AI-driven workflows.
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